PSI Advisors’s Strategy Inc MSTR Stock Holding History

PSI Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-403	Closed	-$116K	–	462
2025 Q1	$116K	Sell	403 -57	-12%	-$18.1K	0.04%	156
2024 Q4	$133K	Buy	460 +160	+53%	+$48.1K	0.04%	157
2024 Q3	$50.6K	Buy	+300	New	+$42.9K	0.01%	274

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PSI Advisors's MSTR Position: Q2 2025 in Review

PSI Advisors sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 403 shares — an estimated $116K sold.

PSI Advisors first reported a position in MSTR in Q3 2024 and held it in 3 quarters. The position peaked at $133K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

PSI Advisors reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 403 Strategy Inc shares in Q2 2025, an estimated $116K.
PSI Advisors first reported a position in Strategy Inc in Q3 2024 and held it in 3 quarters.
PSI Advisors's Strategy Inc position peaked at $133K in Q4 2024.
1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.